Financial Planner

Benchmark Capital; Canterbury; On-site; GBP 42,000 - 62,000; Full time

Job summary

Verum Financial Planning in Canterbury seeks a motivated Financial Planner to deliver holistic advice and build lasting client relationships. You will conduct fact-finds, prepare tailored recommendations across pensions, investments, protection and tax planning, and present plans to clients.

The role supports ongoing professional development toward Chartered status, with a collaborative team and a client-centric culture in a Kent office.

Qualifications

• Level 4 Diploma in Regulated Financial Planning (or equivalent) is required or in progress.
• Working towards Chartered status or committed to achieving it.
• Minimum three years' experience as a Financial Planner within a financial advice practice.
• Experience delivering holistic financial planning advice.
• Comfortable conducting client meetings both remotely and face-to-face.
• Proven ability to build strong and lasting client relationships.
• Solid understanding of investment planning, pension and retirement planning, protection, and estate planning.

Responsibilities

• Deliver holistic financial planning and wealth management advice to clients.
• Conduct detailed fact-finds and financial reviews.
• Produce tailored recommendations across pensions, investments, protection and tax planning.
• Present financial plans and suitability recommendations to clients.
• Build and maintain long-term client relationships.
• Manage and develop your own client portfolio.
• Identify opportunities for business development, referrals and networking.
• Collaborate with paraplanners and administrators to ensure an excellent client experience.
• Contribute to the ongoing growth and development of the practice.
• Continue professional development towards Chartered status.

Education

Level 4 Diploma in Regulated Financial Planning (or equivalent)

Working towards Chartered status or committed to achieving it

Job description

Description

Build your Financial Planning career with Verum Financial Planning

Are you an ambitious Financial Planner looking to take the next step in your career?

Department: Advice - Employed

Location: Canterbury

Verum Financial Planning is seeking a motivated and client-focused Financial Planner to join our growing team in Canterbury, Kent. This is an excellent opportunity for a qualified adviser who has gained a few years of industry experience and is looking to develop their career within a supportive, forward-thinking and relationship-led business.

Whether you're already progressing towards Chartered status or are looking for an environment that will support your professional development, this role offers clear career progression, ongoing learning opportunities and the chance to work closely with experienced planners and support professionals.

As a Financial Planner, you'll provide holistic financial planning advice to a diverse range of clients while developing long-term relationships built on trust and exceptional service.

You'll be supported by an experienced team and have the opportunity to continue developing your technical knowledge and advisory skills while progressing towards Chartered status.

What you'll be doing

• Delivering holistic financial planning and wealth management advice to clients
• Conducting detailed fact-finds and financial reviews
• Producing tailored recommendations across pensions, investments, protection and tax planning
• Presenting financial plans and suitability recommendations to clients
• Building and maintaining long-term client relationships
• Managing and developing your own client portfolio
• Identifying opportunities for business development, referrals and networking
• Collaborating with paraplanners and administrators to ensure an excellent client experience
• Contributing to the ongoing growth and development of the practice
• Continuing your professional development towards Chartered status

The knowledge, experience and qualifications you need

Qualifications

• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Working towards Chartered status or committed to achieving it

Experience

• Minimum three years' experience as a Financial Planner within a financial advice practice
• Experience delivering holistic financial planning advice
• Comfortable conducting client meetings both remotely and face-to-face
• Proven ability to build strong and lasting client relationships

Technical Knowledge

You'll have a solid understanding of:

• Investment planning
• Pension and retirement planning
• Protection planning
• Estate and inheritance tax planning
• Financial planning best practice and regulatory requirements

Experience in areas such as trusts, long-term care planning or specialist pension advice would be advantageous.

The base

You’ll be based at Verum Financial Planning's office in Kent, conveniently located with access to Canterbury and the surrounding area. The office provides a professional and collaborative working environment supported by modern technology and experienced colleagues.

We're looking for the best, whoever they are

We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That's why inclusion and diversity are strategic priorities for us. We're proud to be an equal opportunities employer. You're welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We're building a workplace where everyone feels respected, valued, and empowered to thrive.